Add Object Connections to a Contract Change Order

Explanation

A project, sales contract, sub contract and some other objects can be connected to a contract change order (CCO) as references. The most common connections are to a project, sales or sub contract and they can be entered in the CCO header. While the connections that are entered in the header are validated when a new revision is activated, the others will be for reference only. 

Prerequisites

• A contract change order should exist.
• The company connected to the CCO should have change types defined.
• A relevant object that can be connected should exist.

System Effects

• The object is connected to the CCO according to the change type defined for the company.

Window

Contract Change Order

Related Window Descriptions

Contract Change Order
Contract Change Order/Object Connections

Procedure

Use the following procedure to connect an existing project, sales or sub contract to a CCO:

1. On the Contract Change Order or Contract Change Orders window, query for the contract change order to find the record that you want to connect to a project.
2. If the change source of the CCO has been selected as Project, enter the project ID or select from the List of Values.
3. If the change source of the CCO has been selected as Customer, enter the sales contract number or select from the List of Values.
4. If the change source of the CCO has been selected as Supplier, enter the sub contract number or select from the List of Values. .
5. Click Save.

Use the following procedure to connect projects, contracts and additional objects to a CCO:

1. Open the Contract Change Order window and query for the required analysis.
2. Click the Object Connections tab and create a new record.
3. In the Connect Object dialog box select the required object from the Object list.
4. Select the specific record from the table once all the records related to the selected object are populated. Example: If you wish to connect another project select Project from the Object list and then select the specific project record from the table.
5. Click OK.